KC

Knuff & Co Portfolio holdings

AUM $345M
1-Year Est. Return 22.99%
This Quarter Est. Return
1 Year Est. Return
+22.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$628K
3
+$492K
4
AMGN icon
Amgen
AMGN
+$426K
5
MELI icon
Mercado Libre
MELI
+$314K

Top Sells

1
+$2.05M
2
+$982K
3
+$791K
4
PXD
Pioneer Natural Resource Co.
PXD
+$570K
5
VFC icon
VF Corp
VFC
+$495K

Sector Composition

1 Technology 30.08%
2 Consumer Staples 13.83%
3 Communication Services 12.11%
4 Healthcare 12.1%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$348K 0.12%
3,927
+2,871
77
$324K 0.11%
425
78
$315K 0.11%
1,200
-2,172
79
$303K 0.1%
1,116
-30
80
$297K 0.1%
1,702
-968
81
$282K 0.1%
+1,000
82
$255K 0.09%
2,600
83
$251K 0.08%
+1,282
84
$242K 0.08%
949
85
$213K 0.07%
1,000
-250
86
$206K 0.07%
1,000
87
$191K 0.06%
+1,000
88
$187K 0.06%
912
+750
89
$183K 0.06%
+2,375
90
$181K 0.06%
910
+297
91
$152K 0.05%
+3,503
92
$149K 0.05%
+1,000
93
$146K 0.05%
+1,000
94
$131K 0.04%
1,358
-209
95
$129K 0.04%
1,370
96
$128K 0.04%
12,887
-9,113
97
$126K 0.04%
1,001
98
$116K 0.04%
250
99
$103K 0.03%
413
100
$96.5K 0.03%
+800
2 3
4
5 6